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The optimization policy direction for drug central purchasing is a hot topic: overcoming the "Low Stock Price" phenomenon and guiding quality supervision.
① The government work report on March 5 mentioned the need to "optimize the Pharmaceutical and consumables centralized procurement policy"; ② From the overall trend of optimizing the centralized procurement policy, there is a greater emphasis on moderate price reductions and quality supervision, and the concentration of the Industry is expected to further increase.
BD Trade resolves financing difficulties! Industry: Innovative Drugs have survived, but the challenge of thriving is even greater.
① In 2024, license-out Trade has become an important way for Biotech to recover funds and increase revenue; ② The quality and standing of Innovative Drugs in China are gaining more international recognition; ③ Whether Innovative Drugs are worth investing in is related to the secondary market in the short term, but in the medium to long term, it depends on the improvement of the primary market exit channels, the payment environment for Innovative Drugs, and other issues.
Domestic Innovative Drugs are once again surging towards overseas markets! Concept stocks have responded with a significant increase. Is the external authorization model the optimal choice?
① As of the time of publication, the Hang Seng Innovative Drugs Index has risen over 5%, with multiple Innovative Drugs concept stocks experiencing double-digit gains; ② In recent days, Jiangsu Hengrui Pharmaceuticals, Hepo Pharmaceutical, UNITED LAB, and other Biotech companies have issued announcements about "going abroad"; ③ Northeast Securities stated that top MNCs recognize the R&D capabilities of Chinese local companies and are more willing to assign high valuations.
Is the profit turning point starting to appear? The Hong Kong stock market's Innovative Drugs Sector is strengthening, and the annual reports show that multiple pharmaceutical companies are entering a period of performance harvest.
① The Innovative Drugs Sector in Hong Kong stocks has risen across the board, what Bullish factors are worth paying attention to? ② Annual reports show that multiple pharmaceutical companies have entered a performance harvest period, does this indicate that a profit turning point is approaching?
ZHONGZHIPHARM: ANNUAL RESULTSFOR THE YEAR ENDED 31 DECEMBER 2024
The Hong Kong stock market is restructuring the value of pharmaceuticals! Hengrui Medicine has received a premium binding from AstraZeneca, and the stock price once rose over 20%.
① Does the offshore strategy mean that "technology platform premium + international certification" is replacing the traditional PE valuation method as the core logic for valuing Innovative Drugs companies? ② With JACOBIO-B narrowing its annual loss by 56.6% through its core product Galidesivir, can it be inferred that China’s Innovative Drugs companies have broken through the industry curse of "burning money on R&D - ongoing losses"?
